Wealth management stories

Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

WealthAi secures $1m pre-seed to scale its modular AI wealth platform for UK advisers, targeting system sprawl and manual workflows.

Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.

Upvest links with Boerse Stuttgart to add securitised derivatives trading to its Investment API for banks and fintechs across Europe.

HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.

Sydney-based Openmarkets to go public on Nasdaq via USD $300m SPAC merger with Lake Superior, targeting completion in 2026.

Feijoa joins Creative HQ’s Fintech Lab to scale its round-up saving app, aiming to lift inconsistent KiwiSaver contributions nationwide.

Asian investors poured USD $28.2 billion into bond funds in 2025, making fixed income the region’s anchor allocation amid volatility.

Synechron has launched an Agentic AI suite to automate mission-critical workflows in heavily regulated financial and insurance sectors.

Anthropic is setting up an Australian office in Sydney as Claude adoption soars, anchoring a wider global expansion and hiring push.

FinTech Australia opens entries for the 2026 Finnie Awards, marking the programme’s tenth year with revamped categories and a new Sydney venue.

Beyond Insights’ Kuala Lumpur symposium draws record hybrid turnout, urging Malaysian retail investors to act on megatrends with discipline.

Select ID becomes UK’s only dedicated identity orchestration network with DIATF status and ISO 27001, boosting reusable digital IDs for finance.

UK bank Griffin posts fivefold revenue surge as it processes GBP £3 billion in payments and signs more than 50 platform customers.

Global fintech funding jumped 21% to USD $53 billion in 2025, as the UK secured second place worldwide with USD $3.6 billion.

Animoca backs GROW’s Hong Kong wealth arm in a strategic deal to build a regulated Asia platform spanning crypto and traditional assets.

DTCC maps an ambitious 2026 plan, deepening tokenisation and AI while overhauling risk, collateral and post-trade ahead of Europe’s T+1 shift.

Banks are turning apps and accounts into ad space, with SAS tipping media networks to lift non-interest income by up to 30% within two years.